Here’s a quick fix from the Boyer support deskI have been working support cases for Microsoft Dynamics SL for many years now. I thought I would highlight an issue that comes through support on a regular basis regarding Cash Manager.Specifically, users often have an issue where Cash and the GL balances do not reconcile. Below are two common reasons for this to occur and how to fix the issue.First, one of the easier issues to resolve is to validate that the correct period is being used compared to the bank statement date:Second, the more reoccurring reason for this issue is that the Period to Post does not match one or more specific transaction dates. This could be caused by checks, deposits or journal entries where the transaction … [Read more...] about Is Dynamics SL Cash Manager out of balance?
Using Microsoft Power Apps: canvas vs. model-driven
There’s more than one way to make a bed. If you’ve ever searched for applications as a solution to a business problem, you know there’s also more than one software option to solve a problem. Hopefully by the time you’re reading this, you’ve already identified Microsoft’s Power Platform — and specifically Power Apps — as the solution you want to use to solve problems in your business.One of the first things you learn in the Power Apps space is that there are two “ways to make a bed” here too: model-driven and canvas.All too often, when people think about solving problems with Power Apps, the only solution they consider is canvas apps. In this blog we’ll cover the similarities between the two solutions. Most importantly, we’ll highlight … [Read more...] about Using Microsoft Power Apps: canvas vs. model-driven
How to print Remittance Advice report in Business Central
Brief:Install the free, Microsoft-provided Send Remittance Advice by Email From the Vendor Ledger Entry page, highlight a Payment line and run the Send Remittance Advice function either to email or print the remittance advice report.Introduction:In Microsoft Dynamics 365 Business Central it's easy to print off a vendor remittance advice report — as long as you have the free Microsoft-provided Send Remittance Advice by Email extension installed.Microsoft's documentation outlines how you can email or print the remittance advice reports. Emailing the report is a nice feature, but the nicest thing about having this extension installed is that it makes the remittance advice report accessible and easy to run. Accordingly, I will … [Read more...] about How to print Remittance Advice report in Business Central
Business Central Case Study – Child Rescue Coalition
A Florida not-for-profit is working hard to rescue children from sexual abuse. Child Rescue Coalition’s world-renowned Child Protection System (CPS) Technology helps law enforcement agencies in over 95 countries identify file sharing by IP addresses to track, arrest and prosecute online predators. Since 2013, the organization has helped rescue more than 2,500 children. Challenge With such an important mission, Child Rescue Coalition doesn’t waste its energy on subpar technology — in any area of the business. Director of Accounting Jeanne Aparicio handles all the financial accounting and reporting for the team of 10 and their board.She said their former QuickBooks system allowed users to easily manipulate data and change transactions, a … [Read more...] about Business Central Case Study – Child Rescue Coalition
Top Enhancements in Dynamics GP 18.3
It’s here! Microsoft Dynamics GP 18.3 officially released this month. As anticipated, the latest update has some very nice enhancements that will make working within the system that much easier and faster. In this latest update, the bulk of the enhancements fall under the Financials and System areas. Here are a few of our favorite highlights: Copy/Paste Purchasing Transactions The copy/paste feature in the General Ledger was such a big hit that they’re now introducing the same functionality for Purchasing transactions. You can now define purchase transactions and import them into the Payables transaction window with this feature. You can also choose whether or not to include distributions.For the copy/paste feature to work properly, the … [Read more...] about Top Enhancements in Dynamics GP 18.3
How to Manage Inventory in Business Central
Advanced options streamline replenishmentMicrosoft Dynamics 365 Business Central is a great manufacturing and distribution ERP software solution for inventory management. Because of the robust capabilities of this ERP management system, it can be difficult to fully understand the tools you have and comprehend all of the benefits of Business Central. In this blog post, we are going to go over how to manage your inventory in Business Central using a step-by-step approach.What is the best way to manage your inventory in Dynamics 365 Business Central?There are many ways to manage your inventory in Business Central but it comes down to 3 key tips:Prioritize your inventory - Categorize your inventory into priority groups. This can help you … [Read more...] about How to Manage Inventory in Business Central
Are you going to Summit 2020?
This year’s Community Summit North America promises to be a one-of-a-kind experience. While we’re disappointed that we won’t be able to see you in person, we’re thankful for technology that lets us remain connected, albeit digitally. Indeed, this is one event you don’t want to miss!This three-day virtual event is the annual conference for users of Microsoft Business Applications. Featuring educational sessions on Dynamics ERP and the Power Platform, this is the event for you to learn and connect with other users.New this year is a three-tiered pass level, including a free option. With a free Community pass, you can attend the two keynote sessions, see relevant solution showcases and visit the virtual expo hall where you can chat with … [Read more...] about Are you going to Summit 2020?
Office update creates problem with GP Templates
Are you experiencing issues within your Microsoft Dynamics GP system shortly after updating Microsoft Office? If so, you're not alone. We recently became aware of this issue for a few of our clients.Specifically, the most recent Microsoft Office update on Sept. 9, 2020 — update 16.0.13127.20378 — is causing problems in Dynamics GP printing reports if and when those reports are trying to use a Microsoft Word Template.If this Office update is applied, you will likely get the following error message:Unfortunately, the only fix at this point is to roll back to a previous Office update. Microsoft is aware of the issue and is working to fix it.UPDATE: As of Sept. 29, a fix is finally on its way and will be included with the GP 18.3 … [Read more...] about Office update creates problem with GP Templates
De-mystifying Currency Revaluation in GP
Multi-currency accounting can send shivers of fear and confusion through the spines of financial professionals (and some ERP consultants). In particular, the process of month-end currency revaluation can seem especially daunting. However, with the power of Microsoft Dynamics GP and the industry-leading knowledge and expertise of Boyer & Associates, currency revaluation can be a stress-free part of your month-end close process.Currency revaluation is the process in which Dynamics GP retranslates foreign currency month-end balances at the current month-end exchange rate. The difference between the previously translated month-end balance and the retranslated balance is a currency gain or loss on exchange, often recorded as an … [Read more...] about De-mystifying Currency Revaluation in GP
How to reimburse an employee in Business Central
In Microsoft Dynamics 365 Business Central it is now easier to pay employees. The employee does not need to be set up as a vendor.The first step is to set up an Employee Posting Group. Type “employee posting group” in the main search bar. Set up an Employee Posting Group as shown in the image below:Next, create an Employee Card. Type “employee” in the search bar. Click “New” and add the information on the Employee Card. On the Payments tab of the Employee Card, enter the related Employee Posting Group. Here is my example:Now you can go to the General Journal and enter a transaction. The account type is Employee instead of Vendor. The document type is blank. Post the journal entry as shown below:From the Employee Card you can … [Read more...] about How to reimburse an employee in Business Central
